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柯蒂斯-莱特（CW）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
柯蒂斯-莱特的季度营收约是Essex Property Trust的2.0倍（$947.0M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 14.5%，领先3.4%），柯蒂斯-莱特同比增速更快（14.9% vs 5.5%），过去两年柯蒂斯-莱特的营收复合增速更高（15.2% vs 6.0%）
柯蒂斯-莱特公司是总部位于美国北卡罗来纳州戴维森的制造与服务提供商，在美国内外均设有工厂及业务网点。公司1929年由柯蒂斯、莱特及多家供应商合并成立，成立之初即为美国最大航空企业，二战期间为美军生产了超14.2万台航空发动机。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
CW vs ESS — 直观对比
营收规模更大
CW
是对方的2.0倍
$479.6M
营收增速更快
CW
高出9.3%
5.5%
净利率更高
ESS
高出3.4%
14.5%
两年增速更快
CW
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $947.0M | $479.6M |
| 净利润 | $137.0M | $85.7M |
| 毛利率 | 37.5% | 70.0% |
| 营业利润率 | 19.2% | 31.7% |
| 净利率 | 14.5% | 17.9% |
| 营收同比 | 14.9% | 5.5% |
| 净利润同比 | 16.2% | -71.6% |
| 每股收益（稀释后） | $3.69 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CWESS
| Q4 25 | $947.0M | $479.6M | ||
| Q3 25 | $869.2M | $473.3M | ||
| Q2 25 | $876.6M | $469.8M | ||
| Q1 25 | $805.6M | $464.6M | ||
| Q4 24 | $824.3M | $454.5M | ||
| Q3 24 | $798.9M | $450.7M | ||
| Q2 24 | $784.8M | $442.4M | ||
| Q1 24 | $713.2M | $426.9M |
净利润CWESS
| Q4 25 | $137.0M | $85.7M | ||
| Q3 25 | $124.8M | $172.7M | ||
| Q2 25 | $121.1M | $231.5M | ||
| Q1 25 | $101.3M | $212.8M | ||
| Q4 24 | $117.9M | $301.7M | ||
| Q3 24 | $111.2M | $125.5M | ||
| Q2 24 | $99.5M | $99.0M | ||
| Q1 24 | $76.5M | $285.1M |
毛利率CWESS
| Q4 25 | 37.5% | 70.0% | ||
| Q3 25 | 37.7% | 69.2% | ||
| Q2 25 | 37.2% | 70.7% | ||
| Q1 25 | 36.3% | 69.6% | ||
| Q4 24 | 38.5% | 70.0% | ||
| Q3 24 | 37.3% | 69.5% | ||
| Q2 24 | 36.2% | 70.8% | ||
| Q1 24 | 35.6% | 69.7% |
营业利润率CWESS
| Q4 25 | 19.2% | 31.7% | ||
| Q3 25 | 19.1% | 44.5% | ||
| Q2 25 | 17.8% | 59.5% | ||
| Q1 25 | 16.0% | 55.3% | ||
| Q4 24 | 18.8% | 67.0% | ||
| Q3 24 | 18.1% | 28.6% | ||
| Q2 24 | 16.4% | 31.1% | ||
| Q1 24 | 14.0% | 31.0% |
净利率CWESS
| Q4 25 | 14.5% | 17.9% | ||
| Q3 25 | 14.4% | 36.5% | ||
| Q2 25 | 13.8% | 49.3% | ||
| Q1 25 | 12.6% | 45.8% | ||
| Q4 24 | 14.3% | 66.4% | ||
| Q3 24 | 13.9% | 27.8% | ||
| Q2 24 | 12.7% | 22.4% | ||
| Q1 24 | 10.7% | 66.8% |
每股收益（稀释后）CWESS
| Q4 25 | $3.69 | $1.24 | ||
| Q3 25 | $3.31 | $2.56 | ||
| Q2 25 | $3.19 | $3.44 | ||
| Q1 25 | $2.68 | $3.16 | ||
| Q4 24 | $3.09 | $4.00 | ||
| Q3 24 | $2.89 | $1.84 | ||
| Q2 24 | $2.58 | $1.45 | ||
| Q1 24 | $1.99 | $4.25 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $76.2M |
| 总债务越低越好 | $957.9M | — |
| 股东权益账面价值 | $2.5B | $5.5B |
| 总资产 | $5.2B | $13.2B |
| 负债/权益比越低杠杆越低 | 0.38× | — |
8季度趋势，按日历期对齐
现金及短期投资CWESS
| Q4 25 | — | $76.2M | ||
| Q3 25 | — | $66.0M | ||
| Q2 25 | — | $58.7M | ||
| Q1 25 | $226.5M | $98.7M | ||
| Q4 24 | $385.0M | $66.8M | ||
| Q3 24 | — | $71.3M | ||
| Q2 24 | — | $55.2M | ||
| Q1 24 | $338.0M | $499.0M |
总债务CWESS
| Q4 25 | $957.9M | — | ||
| Q3 25 | $968.6M | $6.4B | ||
| Q2 25 | $958.4M | $6.4B | ||
| Q1 25 | $958.6M | $6.8B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $6.4B | ||
| Q2 24 | $1.0B | $6.2B | ||
| Q1 24 | $1.1B | $6.6B |
股东权益CWESS
| Q4 25 | $2.5B | $5.5B | ||
| Q3 25 | $2.5B | $5.6B | ||
| Q2 25 | $2.7B | $5.6B | ||
| Q1 25 | $2.6B | $5.6B | ||
| Q4 24 | $2.4B | $5.5B | ||
| Q3 24 | $2.5B | $5.4B | ||
| Q2 24 | $2.5B | $5.5B | ||
| Q1 24 | $2.4B | $5.5B |
总资产CWESS
| Q4 25 | $5.2B | $13.2B | ||
| Q3 25 | $5.1B | $13.2B | ||
| Q2 25 | $5.2B | $13.2B | ||
| Q1 25 | $5.0B | $13.2B | ||
| Q4 24 | $5.0B | $12.9B | ||
| Q3 24 | $4.9B | $12.6B | ||
| Q2 24 | $4.7B | $12.5B | ||
| Q1 24 | $4.6B | $12.9B |
负债/权益比CWESS
| Q4 25 | 0.38× | — | ||
| Q3 25 | 0.38× | 1.15× | ||
| Q2 25 | 0.35× | 1.14× | ||
| Q1 25 | 0.37× | 1.22× | ||
| Q4 24 | 0.43× | — | ||
| Q3 24 | 0.42× | 1.18× | ||
| Q2 24 | 0.43× | 1.13× | ||
| Q1 24 | 0.44× | 1.19× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $352.7M | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $315.1M | — |
| 自由现金流率自由现金流/营收 | 33.3% | — |
| 资本支出强度资本支出/营收 | 4.0% | — |
| 现金转化率经营现金流/净利润 | 2.57× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $553.7M | — |
8季度趋势，按日历期对齐
经营现金流CWESS
| Q4 25 | $352.7M | $1.1B | ||
| Q3 25 | $192.8M | $342.6M | ||
| Q2 25 | $136.6M | $216.1M | ||
| Q1 25 | $-38.8M | $281.5M | ||
| Q4 24 | $301.3M | $1.1B | ||
| Q3 24 | $177.3M | $316.2M | ||
| Q2 24 | $111.3M | $218.9M | ||
| Q1 24 | $-45.6M | $314.9M |
自由现金流CWESS
| Q4 25 | $315.1M | — | ||
| Q3 25 | $175.9M | — | ||
| Q2 25 | $117.2M | — | ||
| Q1 25 | $-54.5M | — | ||
| Q4 24 | $278.0M | — | ||
| Q3 24 | $162.7M | — | ||
| Q2 24 | $100.3M | — | ||
| Q1 24 | $-57.7M | — |
自由现金流率CWESS
| Q4 25 | 33.3% | — | ||
| Q3 25 | 20.2% | — | ||
| Q2 25 | 13.4% | — | ||
| Q1 25 | -6.8% | — | ||
| Q4 24 | 33.7% | — | ||
| Q3 24 | 20.4% | — | ||
| Q2 24 | 12.8% | — | ||
| Q1 24 | -8.1% | — |
资本支出强度CWESS
| Q4 25 | 4.0% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 1.7% | — |
现金转化率CWESS
| Q4 25 | 2.57× | 12.53× | ||
| Q3 25 | 1.54× | 1.98× | ||
| Q2 25 | 1.13× | 0.93× | ||
| Q1 25 | -0.38× | 1.32× | ||
| Q4 24 | 2.56× | 3.54× | ||
| Q3 24 | 1.59× | 2.52× | ||
| Q2 24 | 1.12× | 2.21× | ||
| Q1 24 | -0.60× | 1.10× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CW
| Naval Power | $417.4M | 44% |
| Defense Electronics | $268.3M | 28% |
| Aerospace Industrial | $262.4M | 28% |
ESS
暂无分部数据
